Quotes Configuration
1. To Setup Quotes:
- Enable Quotes in Quotes Setting
- Create a new field for Quote Line Item:
- Name = Manifest Line Description
- Type = Long Text Area
- Length = 32,768
- Add Manifest Line Description to Quote Line Item page layout
2. Create the Quote Process Builder (When_QLI_is_created_and_desc_manifest_is_empty)
- Navigate to Setup > Process Builder > Select New
Process Name = When QLI is created and desc/manifest is empty
API Name = When QLI is created and desc/manifest is empty
Description = Pre-populate desc/manifest when it’s empty
The process starts when = A Record Changes
Object = Quote Line Item
Trigger = When record is created
- Add the first criteria
Criteria Name = lineDesc=empty?
Criteria for executing Actions = Conditions are met
Set Conditions = Field – [QuoteLineItem].Description, Operator – Is Null, Type – Boolean, Value – True
Conditions = All of the conditions are met (AND)
- Add the Immediate Action
Update Records
Action Name = UpdateLineDesc
Record = The [QuoteLineItem] that started this flow
Criteria for Updating Records = No criteria – just update the records!
Field = Line Item Description, Type = Field Reference, Value = [QuoteLineItem].Product2.Description
- Add a second criteria
Criteria Name = manifest=empty?
Criteria for executing Actions = Conditions are met
Set Conditions = Field – [QuoteLineItem].Manifest_Line_Description__c, Operator – Is Null, Type – Boolean, Value – True
Conditions = All of the conditions are met (AND)
- Add the Immediate Action
Update Records
Action Name = UpdateLineManifest
Record = The [QuoteLineItem] that started this flow
Criteria for Updating Records = No criteria – just update the records!
Field = Manifest Item Description, Type = Field Reference, Value = [QuoteLineItem].Product2.Event_Manifest_Description__2
Example of finished process builder below: